Global Scans · Energy Tech · Weekly Summary

• [New] Citi forecasts CATL's sales will grow 31% in 2026, with energy storage batteries jumping 45% and EV batteries rising 27%. youth4planet
• [New] With growing production and EoL supply of LFP, solely using EoL LFP EV batteries in second use applications is sufficient to meet the annual stationary energy storage demand in California by 2050. PubMed Central (PMC)
• [New] Assuming using EoL EV batteries in the second use, around 196.8 of 227.4 GWh of the total cumulative stationary energy storage demand would need to be covered by NMC and NCA batteries between 2025 and 2050. PubMed Central (PMC)
• [New] The long-duration energy storage landscape in 2026 is characterised by technology pluralism - no single solution dominates across all use cases, and the optimal portfolio depends on discharge duration requirements, geographic constraints, risk tolerance, and time horizon. PatSnap
• [New] Great Britain has introduced a long-duration energy storage cap and floor scheme requiring projects to discharge at full power for at least eight hours, with an indicative capacity range of 2.7 to 7.7 GWh by 2035. IEA
• [New] Energy Storage: The Megapack business is on track to represent 20% of Tesla's total profit by 2027, providing a stable counter-cyclical hedge to auto sales. The Chronicle-Journal
• [New] Global energy storage capacity will have to increase by 1,500 gigawatts by 2030 to facilitate the amount of growth in new solar PV and wind required to achieve the Paris Agreement target of net-zero emissions by 2050. Corporate Knights
• [New] Energy storage demand in the battery sector could account for 31% of overall lithium consumption by end-2026, up from 23% the previous year. AZoMining
• [New] The automotive sector will remain the dominant end-use, accounting for around 60% of total lithium demand, but the share held by energy storage systems (ESS) has climbed from 9% three years ago to an expected 18% in 2026. AZoMining
• [New] Second-life batteries could meet up to 67% of China's energy storage demand by 2050. Auto Recycling World
• [New] China has identified a significant opportunity in its EV scrapyards: reusing retired vehicle batteries for stationary energy storage. Auto Recycling World
• [New] Plans are to add more than 17 gigawatts of solar and 7.6 gigawatts of battery energy storage during the next decade, which could boost solar to around 35% of FPL's power generation mix by 2034, up from roughly 9% today. / USA tradingkey.com
• [New] By 2026, solar and wind energy, alongside battery storage, is expected to outstrip fossil fuels in U.S. electricity generation capacity. Tesevo
• [New] Tesla and LG Energy Solution will invest $4.3 billion in a Michigan plant to produce LFP prismatic battery cells for Megapack 3 energy storage systems, with production starting in 2027 to strengthen U.S. supply chains. Battery-Tech Network
• [New] Energy storage costs are on a downward trajectory, with the capital cost for a 4-hour battery system projected to fall to $245 / kW-hour by 2030 and $159 / kW-hour by 2050. Utility Dive
• [New] Almost 70 GW of new solar projects are scheduled to come online by 2027, while utility-scale energy storage projects are poised to more than double to reach 65 GW in the next two years. Utility Dive
• [New] Energy storage will continue its rapid cost decline, with BNEF projecting annual global installations to exceed 200 GW by the 2030s. Green Fuel Journal
• [New] MarketBeat's screener flagged three lithium names - Amprius, Critical Metals and QuantumScape (QS) - as the highest dollar-volume lithium stocks recently; lithium exposure targets EV and energy-storage demand but carries commodity-price, supply-chain, geopolitical, and battery-technology risks. MarketBeat
• [New] Both the US and global energy storage markets have experienced rapid growth over the last year and are expected to continue expanding rapidly in order to support grid resiliency. JD Supra
• [New] Conclusion Energy storage deployment is expected to continue expanding across the United States as renewable generation grows and grid reliability needs intensify. JD Supra
• [New] US demand for lithium iron phosphate battery energy storage (BESS cells) is forecast to outstrip supply from North American producers until 2028. Benchmark Mineral Intelligence
• [New] Europe's battery energy storage capacity is set to increase fourfold by 2029. Lincoln International LLC

Last updated: 05 April 2026